| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lutz LifeGuide Financial Advisors LLC | 506,239 | $51.67M | $45.71M | -$5.96M | -11.53% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 62,946 | $6.01M | $5.68M | -$322,481.25 | -5.37% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,817 | $271,727.82 | $254,713.14 | -$17,014.68 | -6.26% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 10,033 | $948,820.81 | $904,625.44 | -$44,195.37 | -4.66% |
Ana-Maria Ignat Covestor Ltd | 1,648 | $157,429.12 | $148,896.8 | -$8,532.32 | -5.42% |
Lonny Elfenbein West Michigan Advisors LLC | 3,075 | $296,305.44 | $277,195.87 | -$19,109.57 | -6.45% |
John Gorlow Cardiff Park Advisors LLC | 242 | $23,343.32 | $21,819.93 | -$1,523.39 | -6.53% |
Jay Richards Investment Advisory Group LLC | 3,073 | $287,442.5 | $277,952.85 | -$9,489.65 | -3.3% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,399 | $511,069.34 | $487,502.7 | -$23,566.64 | -4.61% |
Mark Perrault Intergy Private Wealth LLC | 4,887 | $470,573.86 | $442,102.45 | -$28,471.41 | -6.05% |
Nathan Geraci ETF Store Inc. | 23,876 | $2.33M | $2.16M | -$175,341.29 | -7.52% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 44,015 | $4.16M | $3.98M | -$184,642.93 | -4.44% |
Russell Mohberg Regatta Capital Group LLC | 32,921 | $3.08M | $2.98M | -$101,601.51 | -3.3% |
Courtney Lawson Autumn Glory Partners LLC | 27,227 | $2.6M | $2.46M | -$135,862.73 | -5.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,440 | $1.93M | $1.85M | -$87,892.8 | -4.55% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,036 | $98,875.84 | $93,711.38 | -$5,164.46 | -5.22% |
| LWL Leo Wealth LLC Leo Wealth LLC | 464,602 | $44.6M | $41.91M | -$2.68M | -6.02% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 208,026 | $19.6M | $18.82M | -$783,621.12 | -4% |
Dalila Toledo Ascent Group LLC | 24,882 | $2.38M | $2.25M | -$127,705.66 | -5.37% |
| EM Erin Mccann Simplicity Wealth LLC | 42,006 | $4M | $3.8M | -$207,729.48 | -5.19% |